Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,378 | $126,113-49.7% | $116,096-45.4% | $155,188-59.2% |
| Participation rate | 33.3% | 75.1%-41.8pp | 73.3%-40.0pp | 80.8%-47.5pp |
| Annual return | 18.19% | 391.72%-373.5pp | 326.25%-308.1pp | 148.84%-130.6pp |
| Employer contribution / active EE | $1,073 | $2,672-59.8% | $2,503-57.1% | $4,248-74.7% |
| Participant deferral / active EE | $2,488 | $4,162-40.2% | $3,952-37.0% | $6,531-61.9% |
| Admin fee / account holder | $337 | $8,045-95.8% | $7,704-95.6% | $14,480-97.7% |